05-12-2026-010

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "jj-woodcraft-zero-total-202605120115.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-zero-total-202605120115.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-zero-total-202605120115.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-12-2026-010-INV-001",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3193",
  "make_trace_id": "make-20260511_201910_076",
  "output_tokens": "349",
  "bill_import_id": "bill_474d44d752b84405952c1dc50133af52",
  "source_file_name": "jj-woodcraft-zero-total-202605120115.pdf",
  "claude_message_id": "msg_015xFcseknCYEiYqtSsfTz7G"
}

{
  "path": "needs_review_non_invoice_document",
  "notes": "Total due is exactly $0.00 — this is a zero-dollar no-charge adjustment invoice for a cabinet sample. is_billable_invoice set to false because no payment is owed. Due date of 2026-06-10 calculated from invoice date 2026-05-11 plus Net 30 terms (not explicitly printed). Needs human review to confirm whether any QuickBooks record should be created.",
  "total": "0",
  "status": "NEEDS_REVIEW",
  "message": "Reviewable document moved to review folder.",
  "outcome": "needs_review",
  "process_key": "05-12-2026-010-INV-001",
  "vendor_name": "JJ Woodcraft LLC",
  "invoice_date": "2026-05-11",
  "document_type": "invoice",
  "make_trace_id": "make-20260511_201910_076",
  "review_reason": "Invoice total is exactly $0.00, so QuickBooks transaction creation is skipped until a human confirms how to handle the zero-dollar vendor document",
  "bill_import_id": "bill_474d44d752b84405952c1dc50133af52",
  "invoice_number": "TEST-ZERO-202605120115",
  "final_file_name": "jj-woodcraft-zero-total-202605120115_REVIEW.pdf",
  "final_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/05 Review/jj-woodcraft-zero-total-202605120115_REVIEW.pdf",
  "source_file_name": "jj-woodcraft-zero-total-202605120115.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-zero-total-202605120115.pdf",
  "dropbox_shared_url": "https://www.dropbox.com/scl/fi/wklv40ydg5j50b9irgwnu/jj-woodcraft-zero-total-202605120115_REVIEW.pdf?rlkey=qk4y19kbwspfthl5mymhtylp0&dl=0",
  "is_billable_invoice": "false",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-zero-total-202605120115.pdf"
}

{
  "message": "Claimed invoice file and moved into processing.",
  "source_file_name": "jj-woodcraft-credit-negative-202605120119.pdf",
  "source_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/01 Unprocessed/jj-woodcraft-credit-negative-202605120119.pdf",
  "processing_file_path": "/_01 Client Projects/Jkath/Sample Invoices/05 May Invoices/May 11-17/02 Processing/jj-woodcraft-credit-negative-202605120119.pdf"
}

{
  "message": "Claude extraction parsed and stored.",
  "process_key": "05-12-2026-010-INV-002",
  "claude_model": "claude-sonnet-4-6",
  "input_tokens": "3209",
  "make_trace_id": "make-20260511_201910_076",
  "output_tokens": "352",
  "bill_import_id": "bill_a1b1f24c773f4cb0844a9b63f62de332",
  "source_file_name": "jj-woodcraft-credit-negative-202605120119.pdf",
  "claude_message_id": "msg_01U2KU9wrWLHEVUBcZsaAWXU"
}

{
  "found": true,
  "message": "Looked up parsed vendor name against portal aliases.",
  "alias_id": "cmp1abcyx0032agtbsv00x1fg",
  "vendor_id": "vend_ed86bd47d24c4cf9a2ea9e9cc8fbd61a",
  "process_key": "05-12-2026-010-INV-002",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_201910_076",
  "bill_import_id": "bill_a1b1f24c773f4cb0844a9b63f62de332",
  "canonical_name": "JJ Woodcraft LLC",
  "category_count": 2,
  "invoice_number": "TEST-CREDIT-202605120119",
  "category_options": [
    {
      "name": "Cabinet Materials",
      "notes": "Mapped from JKath historical QuickBooks export: Building Materials:Cabinet Materials (1).",
      "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
      "fully_qualified_name": "Building Materials:Cabinet Materials",
      "quickbooks_account_id": "105",
      "vendor_expense_category_id": "cmp1baw22002213pf5zdddkyd"
    },
    {
      "name": "Carpentry",
      "notes": "Mapped from JKath historical QuickBooks export: Building Services:Carpentry (10).",
      "expense_category_id": "cat_db2397f2decd44ecbd79b1ad8107f459",
      "fully_qualified_name": "Building Services:Carpentry",
      "quickbooks_account_id": "119",
      "vendor_expense_category_id": "cmp1baw4m002413pf2c6i6fia"
    }
  ],
  "source_file_name": "jj-woodcraft-credit-negative-202605120119.pdf",
  "expense_category_id": null,
  "normalized_alias_key": "jj woodcraft llc",
  "quickbooks_vendor_id": "41",
  "default_expense_account": null,
  "missing_category_options": false
}

{
  "message": "Claude selected an expense category from allowed portal options.",
  "process_key": "05-12-2026-010-INV-002",
  "vendor_name": "JJ Woodcraft LLC",
  "category_name": "Cabinet Materials",
  "make_trace_id": "make-20260511_201910_076",
  "bill_import_id": "bill_a1b1f24c773f4cb0844a9b63f62de332",
  "source_file_name": "jj-woodcraft-credit-negative-202605120119.pdf",
  "selection_payload": {
    "reason": "The line item explicitly references 'returned cabinet hardware,' which is a material/supply item directly associated with cabinet work. Cabinet hardware falls under Cabinet Materials rather than Carpentry, which covers labor/services. The negative amount confirms this is a credit memo for a previously purchased cabinet material item.",
    "confidence": 0.93,
    "selected_expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
    "selected_expense_category_name": "Cabinet Materials"
  },
  "expense_category_id": "cat_8d2d70e75bdd439fb2060c07463e1a62",
  "quickbooks_account_id": "105"
}

{
  "path": "multi_category_direct",
  "message": "QuickBooks lookup completed before create-or-duplicate routing.",
  "process_key": "05-12-2026-010-INV-002",
  "vendor_name": "JJ Woodcraft LLC",
  "make_trace_id": "make-20260511_201910_076",
  "bill_import_id": "bill_a1b1f24c773f4cb0844a9b63f62de332",
  "invoice_number": "TEST-CREDIT-202605120119",
  "source_file_name": "jj-woodcraft-credit-negative-202605120119.pdf",
  "quickbooks_vendor_id": "41",
  "quickbooks_account_id": "105",
  "existing_quickbooks_bill_id": null
}

{
  "run_id": "run_049a3c5462ce41cbb7a7968c16a41454",
  "source": "mark_bill_import_run_failed",
  "run_key": "05-12-2026-010",
  "recorded_at": "2026-05-13T00:37:57.876133+00:00"
}